| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may vary based on several factors.
303 East Third Street, Suite 110, Rochester, MI, 48307
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is a board member for Waterford Bancorp, Inc. and Conifer Holdings, Inc., and holds various leadership positions in the Clarkston Companies. These activities require minimal time commitment.